Compare Axis ELSS Tax Saver Direct Plan Growth vs Aditya Birla Sun Life ELSS Tax Saver Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Axis ELSS Tax Saver Direct Plan GrowthEquity
ELSS
1.0
Aditya Birla Sun Life ELSS Tax Saver Direct GrowthEquity
ELSS
1.0
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Axis ELSS Tax Saver Direct Plan Growth

(32.4%)

Aditya Birla Sun Life ELSS Tax Saver Direct Growth

(36.6%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.79%	0.90%	-
NAV	₹105.6 (26-Jul-2024)	₹66.5 (26-Jul-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹37,106Cr	₹16,320Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
32.4%
36.6%
-
3Y
12.3%
14.7%
-
5Y
17.3%
16.3%
-

Pros & Cons

Pros
1.Exit load is zero2.Lower expense ratio: 0.79%3.10Y annualised returns higher than category average by 0.07%
1.Exit load is zero2.Lower expense ratio: 0.9%
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2.Lock-in period: 3Y3.Low rating: 1
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lock-in period: 3Y3.Low rating: 1
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.0%
Tata Consultancy Services Ltd.
5.8%
Torrent Power Ltd.
5.6%
Avenue Supermarts Ltd.
5.0%
Bajaj Finance Ltd.
5.0%
Divi's Laboratories Ltd.
3.2%
Pidilite Industries Ltd.
3.1%
Nestle India Ltd.
3.0%
Cholamandalam Investment and Finance Company Ltd.
3.0%
Mahindra & Mahindra Ltd.
2.9%
Name
Assets
ICICI Bank Ltd.
6.6%
Reliance Industries Ltd.
5.7%
HDFC Bank Ltd.
5.5%
Larsen & Toubro Ltd.
5.0%
Infosys Ltd.
4.5%
Bharti Airtel Ltd.
3.6%
Honeywell Automation India Ltd.
3.3%
Fortis Healthcare Ltd.
2.6%
Axis Bank Ltd.
2.5%
TVS Holdings Ltd.
2.4%
-

Fund Manager

Name
Shreyash Devalkar
Atul Penkar
-
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Mr.Penkar is a B.E. (Mechanical) and an MMS.
-
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
-

About Fund

Description
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
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Launch Date
04 Sep 2009
23 Dec 1994
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Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
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